Baldwin Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Baldwin Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Sell	6,232 -376	-6%	-$251K	0.28%	63
2026 Q1	$3.95M	Buy	6,608 +553	+9%	+$346K	0.29%	61
2025 Q4	$3.8M	Sell	6,055 -180	-3%	-$112K	0.24%	62
2025 Q3	$3.82M	Sell	6,235 -122	-2%	-$71.9K	0.25%	64
2025 Q2	$3.61M	Sell	6,357 -8	-0.1%	-$4.2K	0.25%	65
2025 Q1	$3.27M	Buy	6,365 +349	+6%	+$189K	0.23%	67
2024 Q4	$3.24M	Buy	6,016 +5,389	+859%	+$2.92M	0.22%	72
2024 Q3	$331K	Buy	627 +381	+155%	+$194K	0.02%	262
2024 Q2	$123K	Hold	246	–	–	0.01%	242
2024 Q1	$118K	Hold	246	–	–	0.01%	255
2023 Q4	$107K	Sell	246 -114	-32%	-$46.7K	0.01%	266
2023 Q3	$141K	Hold	360	–	–	0.01%	256
2023 Q2	$147K	Sell	360 -20	-5%	-$7.72K	0.01%	271
2023 Q1	$143K	Buy	380 +20	+6%	+$7.33K	0.01%	276
2022 Q4	$126K	Hold	360	–	–	0.01%	288
2022 Q3	$118K	Sell	360 -100	-22%	-$36.5K	0.02%	221
2022 Q2	$160K	Buy	+460	New	+$173K	0.02%	211
2021 Q3	–	Sell	-32	Closed	-$13K	–	673
2021 Q2	$13K	Buy	+32	New	+$12.3K	﹤0.01%	515
2020 Q1	–	Sell	-90	Closed	-$27K	–	572
2019 Q4	$27K	Hold	90	–	–	﹤0.01%	385
2019 Q3	$25K	Hold	90	–	–	﹤0.01%	384
2019 Q2	$24K	Hold	90	–	–	﹤0.01%	382
2019 Q1	$23K	Hold	90	–	–	﹤0.01%	384
2018 Q4	$21K	Hold	90	–	–	﹤0.01%	379
2018 Q3	$24K	Hold	90	–	–	﹤0.01%	391
2018 Q2	$22K	Buy	+90	New	+$22.3K	﹤0.01%	396

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baldwin Wealth Partners's VOO Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 5.7% in Q2 2026, selling an estimated $251K and leaving 6,232 shares worth $4.28M. The position accounts for 0.28% of the portfolio, ranked #63.

Baldwin Wealth Partners first reported a position in VOO in Q2 2018 and has held it in 25 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Baldwin Wealth Partners held 6,232 shares of Vanguard S&P 500 ETF worth $4.28M as of Q2 2026.
Baldwin Wealth Partners sold 376 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $251K.
Vanguard S&P 500 ETF made up 0.28% of Baldwin Wealth Partners's portfolio in Q2 2026, its #63 holding.
Baldwin Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 25 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.